Saratoga Mutual Funds List
Here you can find all mutual funds issued by Saratoga and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 15
- Avg. Expense Ratio
- 1.82%
- Avg. 1 Year Return
- 16.78%
- Avg. 5 Year Return
- 6.86%
- Median Risk/Return Score
- 36 / 100
Saratoga Mutual Funds List
15 results
Explore top Saratoga Mutual Fund Categories and Asset Classes
Saratoga Equity Mutual fundsSaratoga Multi-Asset Mutual fundsSaratoga Bond Mutual fundsSaratoga Diversified Portfolio Mutual fundsSaratoga Energy Equities Mutual fundsSaratoga Foreign Large Cap Equities Mutual fundsSaratoga Health & Biotech Equities Mutual fundsSaratoga Large Cap Growth Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Saratoga Mutual funds by Risk/Return Score
The top Saratoga Mutual funds by PortfoliosLab Risk/Return Score are SMBPX (93) and SSCPX (44).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Saratoga Municipal Bond Portfolio | 93 | — | Sep 1994 | |
| Saratoga Small Capitalization Portfolio | 44 | — | Sep 1994 | |
| Saratoga International Equity Portfolio | 38 | — | Sep 1994 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 37 | — | Dec 2017 | |
| Saratoga Conservative Balanced Allocation Portfoli... | 37 | — | Dec 2017 |
Best-Performing Saratoga Mutual funds Over 5 Years
The top Saratoga Mutual funds is SLCGX (16.61%).
Across the lineup, Saratoga Mutual funds show an average 1-year return of 16.78% and an average 5-year return of 6.86%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | 16.61% | — | Sep 1994 | |
| Saratoga Technology & Communications Portfolio | 10.71% | — | Oct 1997 | |
| Saratoga Mid Capitalization Portfolio | 9.05% | — | Jun 2002 | |
| Saratoga Large Capitalization Value Portfolio | 8.50% | — | Sep 1994 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 7.59% | — | Dec 2017 |
Lowest-Cost Saratoga Mutual funds
The top Saratoga Mutual funds is SBMIX (0.99%).
With an average expense ratio of 1.82%, Saratoga Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Saratoga Moderate Balanced Allocation Portfolio | 0.99% | — | Dec 2017 | |
| Saratoga Conservative Balanced Allocation Portfoli... | 0.99% | — | Dec 2017 | |
| Saratoga Aggressive Balanced Allocation Portfolio | 0.99% | — | Dec 2017 | |
| Saratoga Moderately Aggressive Balanced Allocation... | 0.99% | — | Dec 2017 | |
| Saratoga Moderately Conservative Balanced Allocati... | 0.99% | — | Dec 2017 |
Highest-Yield Saratoga Mutual funds
The top Saratoga Mutual funds is SPMAX (28.46%).
Across the lineup, Saratoga Mutual funds show an average dividend yield of 9.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Saratoga Mid Capitalization Portfolio | 28.46% | — | Jun 2002 | |
| Saratoga Technology & Communications Portfolio | 15.36% | — | Oct 1997 | |
| Saratoga Large Capitalization Growth Portfolio | 13.28% | — | Sep 1994 | |
| Saratoga Large Capitalization Value Portfolio | 12.67% | — | Sep 1994 | |
| Saratoga Moderately Conservative Balanced Allocati... | 10.64% | — | Dec 2017 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SLCGX vs. WBGSXSLCGX vs. SMICXSLCGX vs. SCHGSLCGX vs. SIBPXSLCGX vs. SAMIXSPMAX vs. SPMOSPMAX vs. VOOSPMAX vs. SAMIXSPMAX vs. SMICXSPMAX vs. SIBPXSTPAX vs. ARKVXSTPAX vs. GTTIXSTPAX vs. SAMIXSTPAX vs. SMICXSTPAX vs. SIBPXSHPAX vs. GGHCXSHPAX vs. SHSSXSHPAX vs. ETIHXSHPAX vs. AHSAXSHPAX vs. FBTTXSBMIX vs. SIBPXSBMIX vs. SAMIXSBMIX vs. SMICXSBMIX vs. AVEFXSBMIX vs. BWBIXSIEPX vs. FNILXSIEPX vs. SMICXSIEPX vs. SAMIXSIEPX vs. SIBPXSIEPX vs. EPDPXSSCPX vs. ALSRXSSCPX vs. FAMFXSSCPX vs. AOFIXSSCPX vs. PCSGXSSCPX vs. BDFIXSMBPX vs. SMICXSMBPX vs. SIBPXSMBPX vs. SAMIXSMBPX vs. TLDIXSMBPX vs. BUSIXLUNAX vs. SAMIXLUNAX vs. BWBIXLUNAX vs. SIBPXLUNAX vs. CSTAXLUNAX vs. SMICXSABIX vs. SMICXSABIX vs. VBRSABIX vs. SAMIXSABIX vs. SIBPXSABIX vs. BWBIX